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How to use the org chart toolbar

Learn how to navigate and customize your company org chart using the OneDirectory org chart toolbar.

Written by Greg Bennett

The OneDirectory org chart toolbar is designed to help you easily navigate and customize your company’s organizational chart.

Here’s a breakdown of all the available toolbar actions:


Find a Person in the Chart

To locate someone inside the chart you are viewing:

  • Click the find button on the toolbar.

  • Type a name or a job title.

The chart collapses to just the people who match, along with the reporting lines down to them, and shows a count of how many were found. See Finding people in an org chart.

Enter Full Screen Mode

To view your org chart in full-screen mode:

  1. Click the Full screen button on the toolbar.

  2. This expands the org chart to fill your entire computer screen, hiding the OneDirectory sidebar and navigation bar.

  3. To exit full-screen mode, press the ESC key on your keyboard.


Collapse/Reset Your Org Chart

To collapse and reset your org chart view:

  1. Click the Collapse/Reset button.

  2. All expanded nodes will close, returning the org chart to its default view.


Expand All Nodes

To fully expand the org chart:

  1. Click the Expand all button.

  2. All nodes will open, and the org chart will automatically adjust to fit your screen.


Fit Your Org Chart to Screen

To make the org chart fit within your screen:

  1. Click the Fit button.

  2. The org chart will resize, ensuring all currently open cards are visible within your display.


Change Org Chart Layout

Users can choose from four layout options to best suit their viewing preference:

  • Vertical Classic: Flat and wide layout displaying direct reports side by side.

  • Vertical Compact: Space-saving grid layout for direct reports.

  • Horizontal Classic: Horizontal layout with a traditional flat structure.

  • Horizontal Compact: Compact horizontal layout ideal for limited screen space.

Note: Changing the layout only affects your view and doesn’t alter the global default setting. Administrators set the default in Directory Console → Org Charts → Settings.


Org Chart Display Options

Users can control how they want to display the org chart with the Display Options menu, accessible directly from the org chart toolbar.

How to Use Display Options

  1. Navigate to your org chart in OneDirectory.

  2. Click the Display Options button in the toolbar.

  3. Toggle individual elements on or off, including:

    • Photos

    • Offices

    • Departments

    • Assistants

    • Dotted Line Managers

Enabling an item will display it in the org chart. Disabling it will hide it for a cleaner view.

Swap Name & Job Title Fields

Prefer to highlight job titles over names? You can flip the display order on the org chart card:

  • In the Display Options menu, toggle the setting to swap name and job title fields.

This setting helps tailor the org chart to your organization’s priorities and presentation preferences.


Download and Print Your Org Chart

Need a physical copy or digital file? Download your org chart in various formats:

  • SVG: Scalable for high-quality printouts and presentations.

  • PNG: Ideal for inserting into reports or slides.

Choose from different sizes to match your specific needs.

If you don’t see a Download button, an administrator has turned downloads off — see How to enable/disable downloading your org chart.


Next Steps

Now that you know how to navigate the org chart, learn how to edit and update your org chart for ongoing accuracy.

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